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Services

Welcome to the Clover Services Forum.  You're here because you are a Clover Services merchant and would like to submit ideas that you feel would enhance/improve Clover's current offerings in the Services space. 

In order to submit your idea you'll need to give it a Title then select the Category that best matches your idea.  Below are brief descriptions of the Clover Retail Categories.



Here are quick descriptions of each category so that you can easily locate and post ideas in the correct place!


Appointments: Ideas related to Clover’s Appointment software.

Employees: Please include all your feedback and suggestions for enhancing Clovers employee management software. This includes permissions, viewing and editing employee roles, employee satisfaction, scheduling, owner access and more. If you have tipping suggestions, please include these ideas in the Tipping category of the Taking Payments forum.

Engagement: Share your thoughts on Clover’s built-in software that allows businesses to manage customers including viewing/storing customer information.
Clover GO: Clover GO is a mobile POS system designed for businesses that need to accept payments on the go.

Hardware: Ideas related to Clover hardware in the Restaurant space

Inventory: Please include all your feedback and suggestions for enhancing Clover’s inventory management software.

Invoice: Ideas related to Clover’s Invoicing feature.

Multi-LocationIdeas related to the functionality of Clover's Multi-Location product.

Orders: Ideas relating to the process of creating and managing Orders.

Reporting: Ideas relating to improving and enhancing Clover’s reporting.

Website: Ideas related to your Clover branded website.

Services

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211 results found

  1. I have a seasonal merchant that rents 80+ Clover devices for their annual event. They need a report that lists credit/debit sales by device so that they can separate sales by revenue centers. The Cash Log report shows the device name.

    2 votes

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    Under Review  ·  0 comments  ·  Reporting  ·  Admin →
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  2. We need software integration for many vertical industries! Dental is huge! The medical market is huge! Software Integration!!!!!! On the Omaha Platform!!!!

    2 votes

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    0 comments  ·  Other  ·  Admin →
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     ·  System responded

    Thank you for submitting your Idea to UserVoice.

  3. There should be a filter for reporting that allows you to choose transaction type. As of now, we can only print a report that separates the debit and credit card transactions. The end of day batch emails only contain card transactions, but there is no report that can mimic this information. My intent is to isolate the cash from the card transactions.

    2 votes

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  4. can you add an option to print a second payment receipt automatically please. We have to select manually each time to print a second one. When we are not fast enought to do it, it's been a long for nothing. Second opinions, is there any options to write the invoice # before pass the device to the customer. This way, we won't need to print a second payment receipt. ?

    2 votes

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    0 comments  ·  Invoice  ·  Admin →
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     ·  System responded

    Thank you for submitting your Idea to UserVoice.

  5. A report that breaks down the revenue classes by tender type. Also an option to automatically have clover to email reports to desired staff daily.

    2 votes

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  6. About 6 months ago, Clover's Customer list on the dashboard and the Customer app on the device sorted customers by most recently added. I relied on sorting the customer list by recent for my business functions. Now it only sorts customers by alphabetical order. It's a small change, but it has greatly impacted my business.

    I think it would be great for everyone if we could sort the customer list by criteria, such as:

    • *Recently added to the customer list* (important)
    • Recently paid/ordered
    • Phone number (starting digits from low to high or vice versa)
    • Alphabetical

    I feel it's…

    2 votes

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     ·  System responded

    Thank you for submitting your Idea to UserVoice.

  7. Trying to update my reporting based on a reorganization of my categories. Please make the change that past reports can be updated on new categories

    2 votes

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  8. Please provide a "Disable" button (vs "Delete") to apply to an employee's credentials to meet PCI Compliance requirements to minimize employee access while they are assigned to non-cashiering duties. It is undesirable to "Delete" an employee as they may return later to process payment transactions. To meet PCI, a current list of active employees must be maintained. Since the employees are temporarily assigned to other duties, they may return to work in Cashiering. With only the "Delete" button (current situation), the employees who temporarily leave are left with their Clover access and during PCI compliance regulatory reviews, this becomes a…

    2 votes

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    0 comments  ·  Employees  ·  Admin →
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     ·  System responded

    Thank you for submitting your Idea to UserVoice.

  9. Restore the functionality for administrators or managers to delete employees from the dashboard.

    2 votes

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    0 comments  ·  Other  ·  Admin →
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  10. When doing a transaction report for a specific date, the beginning date and end date must each be selected, which is fine. When switching forward or backward one day, it takes 5 clicks to change the date. xxxx has a left and right arrow that can be clicked to move forward or backward one day. That would be a very helpful feature to have.

    2 votes

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    Under Review  ·  0 comments  ·  Reporting  ·  Admin →
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  11. I operate an IT business that also performs instore and onsite repairs. I would like to be able to present my customers with a custom form with a signature field at the customer facing terminal for when they drop off equipment or when they pick up equipment. My system is a Station Duo.

    2 votes

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    Not at this time  ·  0 comments  ·  Orders  ·  Admin →
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  12. 2 votes

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  13. 2 votes

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  14. Please allow the Sales Overview to populate third party gift card information in the "Gift Card Activations" section of "Sales". The Register app populates Gift Card Redemptions as as Item but activations are not captured. Not acknowledging third party data for gift cards creates a gap in sales and tax reporting which makes bookkeeping more difficult than it has to be.

    2 votes

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  15. We do not use the full inventory system, but we do enter a category (one of 10) for every transaction by using the "Register" app. We have removed all permissions for the "Sales" app. However, there is not reporting option that provides us with transaction totals by "category". We need this option.

    Daily batch reports do not total by category nor is there any report that filters by category. Tech support has told me there is no such option.

    Can you provide this option or is there a way for me to create a custom report with transaction totals by…

    2 votes

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    Under Review  ·  0 comments  ·  Reporting  ·  Admin →
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  16. Merchant has to pay a percentage of sales to the mall where she has her business and would like an easier way to figure how much she owes without showing on the receipt.

    2 votes

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  17. There needs to be a way for the us to access invoices via the POS and mark paid when the customer comes in to pick up the order. Which would allow us to mark the orders paid without deleting the order and having to input everything again at the register. We also need to be able to itemize the invoice for our customer. I know that you can from Square and QuickBooks.

    2 votes

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    0 comments  ·  Invoice  ·  Admin →
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  18. Not sure if this is the case for users that export data to Quickbooks through the Clover app, but as a user that introduces deposits manually in QB it would be very helpful to click on tender type and see how many retail items were sold during a specific time period that were cash transactions and that were credit card transactions. Also the daily batches should have a breakdown of retail items sold and the surcharge amount.

    2 votes

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  19. When adding a customized item or tax- allow the total amount to show on the reporting so that the totals match up. the transactions are not matching with the batch totals. Having a more detailed reporting system will help with itemized, detailed individualized line items showing the exact amount including taxes and additional fees

    2 votes

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    Planned  ·  0 comments  ·  Reporting  ·  Admin →
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  20. The cellular app should show the current device at the top of the list of devices so that the current device can be managed on the device. Also add the nickname and data usage back onto the device so merchants can be sure they are looking up the correct device without having to check the serial number.

    Also add a search option so merchants can search for a different device by nickname or serial number etc. they have without logging in online.

    2 votes

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    0 comments  ·  Other  ·  Admin →
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